Kinloch Capital’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
4,742
+3
| +0.1% | +$170 | 0.12% | 67 |
|
|
2025
Q1 | $266K | Sell |
4,739
-31
| -0.6% | -$1.74K | 0.13% | 70 |
|
|
2024
Q4 | $257K | Sell |
4,770
-414
| -8% | -$22.3K | 0.13% | 68 |
|
|
2024
Q3 | $300K | Sell |
5,184
-766
| -13% | -$44.3K | 0.15% | 71 |
|
|
2024
Q2 | $292K | Buy |
5,950
+599
| +11% | +$29.4K | 0.15% | 66 |
|
|
2024
Q1 | $263K | Buy |
5,351
+669
| +14% | +$32.9K | 0.14% | 67 |
|
|
2023
Q4 | $220K | Sell |
4,682
-570
| -11% | -$26.8K | 0.14% | 67 |
|
|
2023
Q3 | $235K | Buy |
5,252
+571
| +12% | +$25.5K | 0.15% | 67 |
|
|
2023
Q2 | $242K | Sell |
4,681
-368
| -7% | -$19.1K | 0.14% | 61 |
|
|
2023
Q1 | $282K | Buy |
5,049
+2
| +0% | +$112 | 0.16% | 59 |
|
|
2022
Q4 | $309K | Buy |
5,047
+101
| +2% | +$6.18K | 0.18% | 52 |
|
|
2022
Q3 | $342K | Buy |
4,946
+1
| +0% | +$69 | 0.23% | 54 |
|
|
2022
Q2 | $395K | Buy |
4,945
+101
| +2% | +$8.07K | 0.25% | 50 |
|
|
2022
Q1 | $412K | Buy |
4,844
+1
| +0% | +$85 | 0.25% | 53 |
|
|
2021
Q4 | $380K | Sell |
4,843
-99
| -2% | -$7.77K | 0.24% | 55 |
|
|
2021
Q3 | $361K | Buy |
4,942
+1
| +0% | +$73 | 0.25% | 52 |
|
|
2021
Q2 | $363K | Buy |
4,941
+101
| +2% | +$7.42K | 0.26% | 53 |
|
|
2021
Q1 | $368K | Sell |
4,840
-320
| -6% | -$24.3K | 0.28% | 53 |
|
|
2020
Q4 | $388K | Buy |
+5,160
| New | +$388K | 0.33% | 51 |
|